Atlas Energy Solutions Inc.
AESI- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001984060
No open-market purchases or sales by Atlas Energy Solutions Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $1.75B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 159
- +40 vs. Q4 2023
- Shares held
- 51.3M
- +16.8M (+48.5%) vs. Q4 2023
- Total value
- $1.16B
- +$562.2M (+94.4%) vs. Q4 2023
- New holders
- 54
- 53 more added
- Sold out
- 14
- 33 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AESI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.75B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.3M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.22B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.39B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $595.5M |
| Q3 2023 | 123 | $452.8M |
| Q2 2023 | 89 | $310.0M |
| Q1 2023 | 66 | $321.3M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SEI Investments Co | 88,106 | $1.99M | 0.00% | +47,882+119.0% | Added |
| Austin Asset Management Co Inc | 95,000 | $2.15M | 0.46% | −62,243−39.6% | Reduced |
| Indie Asset Partners, LLC | 97,086 | $2.20M | 1.95% | −327,540−77.1% | Reduced |
| Ghisallo Capital Management LLC | 100,000 | $2.26M | 0.26% | −90,000−47.4% | Reduced |
| Cullinan Associates Inc | 100,000 | $2.26M | 0.13% | +100,000 | New |
| Crown Advisors Management, Inc. | 100,000 | $2.26M | 1.37% | +100,000 | New |
| Russell Investments Group, Ltd. | 103,809 | $2.35M | 0.00% | −24,885−19.3% | Reduced |
| Citigroup Inc | 106,589 | $2.41M | 0.00% | +100,178+1,562.6% | Added |
| Envestnet Asset Management Inc | 109,716 | $2.48M | 0.00% | +109,716 | New |
| Pine Ridge Advisers LLC | 113,480 | $2.57M | 0.30% | +113,480 | New |
| Morgan Stanley | 126,663 | $2.87M | 0.00% | +12,068+10.5% | Added |
| Beck Capital Management, LLC | 129,839 | $2.94M | 0.84% | −5,350−4.0% | Reduced |
| Pathstone Holdings, LLC | 136,363 | $3.08M | 0.01% | −5,454−3.8% | Reduced |
| Americana Partners, LLC | 149,989 | $3.39M | 0.28% | 00.0% | Unchanged |
| Ieq Capital, LLC | 162,094 | $3.67M | 0.05% | +283+0.2% | Added |
| Two Sigma Investments, LP | 185,644 | $4.20M | 0.01% | −64,684−25.8% | Reduced |
| Cooke & Bieler LP | 194,025 | $4.39M | 0.04% | +194,025 | New |
| Keeley-Teton Advisors, LLC | 194,639 | $4.40M | 0.54% | −327−0.2% | Reduced |
| MSD Partners, L.P. | 237,737 | $5.07M | 0.41% | +237,737 | New |
| Hodges Capital Management Inc. | 232,760 | $5.27M | 0.34% | −53,240−18.6% | Reduced |
| HITE Hedge Asset Management LLC | 260,494 | $5.89M | 0.59% | −878,932−77.1% | Reduced |
| Brandywine Global Investment Management, LLC | 289,969 | $6.56M | 0.05% | +289,969 | New |
| Northern Trust Corp | 290,604 | $6.57M | 0.00% | +70,158+31.8% | Added |
| CenterBook Partners LP | 302,641 | $6.85M | 0.47% | +302,641 | New |
| Quantinno Capital Management LP | 308,039 | $6.97M | 0.15% | +308,039 | New |
| Bank of New York Mellon Corp | 334,425 | $7.56M | 0.00% | −14,509−4.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 335,000 | $7.58M | 0.01% | −40,000−10.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 338,935 | $7.67M | 1.50% | +6,761+2.0% | Added |
| Charles Schwab Investment Management Inc | 343,497 | $7.77M | 0.00% | +7,173+2.1% | Added |
| UBS Group AG | 344,886 | $7.80M | 0.00% | +273,418+382.6% | Added |
| Invesco Ltd. | 349,768 | $7.91M | 0.00% | −32,157−8.4% | Reduced |
| Lazard Asset Management LLC | 385,899 | $8.73M | 0.01% | +385,899 | New |
| Jacobs Levy Equity Management, Inc | 405,835 | $9.18M | 0.04% | −339,227−45.5% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 409,088 | $9.25M | 0.82% | +409,088 | New |
| Citadel Advisors LLC | 450,218 | $10.2M | 0.01% | +449,176+43,107.1% | Added |
| Capstone Investment Advisors, LLC | 545,859 | $12.3M | 0.23% | +45,859+9.2% | Added |
| Driehaus Capital Management LLC | 615,792 | $13.9M | 0.14% | +615,792 | New |
| Bank of America Corp | 671,981 | $15.2M | 0.00% | +453,109+207.0% | Added |
| Copeland Capital Management, LLC | 682,172 | $15.4M | 0.28% | +682,172 | New |
| First Sabrepoint Capital Management LP | 693,770 | $15.7M | 6.99% | +567,355+448.8% | Added |
| Geode Capital Management, LLC | 732,649 | $16.6M | 0.00% | +24,038+3.4% | Added |
| State Street Corp | 824,912 | $18.7M | 0.00% | +34,791+4.4% | Added |
| Evergreen Capital Management LLC | 862,839 | $19.5M | 0.74% | −76,774−8.2% | Reduced |
| Nuveen Asset Management, LLC | 963,719 | $21.8M | 0.01% | +250,244+35.1% | Added |
| Encompass Capital Advisors LLC | 1,227,599 | $27.8M | 1.51% | −1,857−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,360,755 | $30.8M | 0.01% | +224,619+19.8% | Added |
| Venturi Wealth Management, LLC | 1,419,352 | $32.1M | 2.06% | −204,493−12.6% | Reduced |
| Victory Capital Management Inc | 1,424,458 | $32.2M | 0.03% | +227,669+19.0% | Added |
| Price T Rowe Associates Inc | 1,628,485 | $36.8M | 0.00% | +1,611,968+9,759.4% | Added |
| First Trust Advisors LP | 1,744,208 | $39.5M | 0.04% | +1,744,208 | New |
| Villere St Denis J & Co LLC | 1,825,839 | $41.3M | 3.30% | +12,300+0.7% | Added |
| Meridian Wealth Advisors, LLC | 2,128,870 | $48.2M | 9.04% | +863,195+68.2% | Added |
| Whitebox Advisors LLC | 2,343,788 | $49.7M | 1.89% | +2,343,788 | New |
| Clearbridge Investments, LLC | 2,305,271 | $52.1M | 0.04% | +636,785+38.2% | Added |
| Janus Henderson Group PLC | 2,537,215 | $57.4M | 0.03% | +537,927+26.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,666,336 | $60.3M | 0.20% | −22,285−0.8% | Reduced |
| BlackRock Inc. | 2,673,729 | $60.5M | 0.00% | +687,727+34.6% | Added |
| Vanguard Group Inc | 4,615,793 | $104.4M | 0.00% | +33,286+0.7% | Added |
| Clearlake Capital Group, L.P. | 4,957,547 | $112.1M | 8.85% | +4,957,547 | New |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −1,040,757−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −202,797−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −144,612−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −88,453−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −84,146−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −22,477−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,112−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −13,223−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,592−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,542−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |